UnitedHealth Group Inc
UNH- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.
13F holders, Q3 2022
Institutional positions in UnitedHealth Group Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,998
- +72 vs. Q2 2022
- Shares held
- 818.9M
- −1.95M (−0.2%) vs. Q2 2022
- Total value
- $413.5B
- −$8.32B (−2.0%) vs. Q2 2022
- New holders
- 149
- 1,239 more added
- Sold out
- 77
- 1,218 more reduced
38 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $418.3B |
| Q4 2021 | 2,909 | $413.9B |
| Q3 2021 | 2,573 | $321.7B |
| Q2 2021 | 2,592 | $330.1B |
| Q1 2021 | 2,516 | $307.3B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Blueprint, LLC | 8,936 | $4.51M | 0.57% | +241+2.8% | Added |
| United Capital Management of KS, Inc. | 8,940 | $4.51M | 2.11% | +50+0.6% | Added |
| Glen Eagle Advisors, LLC | 8,949 | $4.52M | 1.31% | +56+0.6% | Added |
| Fund Management at Engine No. 1 LLC | 8,993 | $4.54M | 1.34% | −480−5.1% | Reduced |
| Ameritas Advisory Services, LLC | 8,997 | $4.54M | 0.27% | +337+3.9% | Added |
| Gs Investments, Inc. | 9,035 | $4.56M | 3.02% | +30+0.3% | Added |
| Trinity Legacy Partners, LLC | 9,061 | $4.58M | 1.96% | −1,493−14.1% | Reduced |
| Peloton Wealth Strategists | 9,061 | $4.58M | 2.38% | −55−0.6% | Reduced |
| Weik Capital Management | 9,086 | $4.59M | 2.29% | −210−2.3% | Reduced |
| Orleans Capital Management Corp | 9,102 | $4.60M | 3.84% | −245−2.6% | Reduced |
| Banco de Sabadell, S.A | 9,109 | $4.60M | 3.80% | +120+1.3% | Added |
| Mount Yale Investment Advisors, LLC | 9,153 | $4.62M | 0.61% | −996−9.8% | Reduced |
| Martin Capital Partners, LLC | 9,158 | $4.63M | 2.14% | +378+4.3% | Added |
| Tranquility Partners, LLC | 9,219 | $4.66M | 2.59% | +30.0% | Added |
| Regent Investment Management LLC | 9,222 | $4.66M | 1.36% | +45+0.5% | Added |
| Covenant Asset Management, LLC | 9,225 | $4.66M | 1.88% | −149−1.6% | Reduced |
| Affinity Investment Advisors, LLC | 9,231 | $4.66M | 2.42% | −1,783−16.2% | Reduced |
| Sitrin Capital Management LLC | 9,247 | $4.67M | 3.07% | +9,247 | New |
| Riggs Asset Managment Co. Inc. | 9,248 | $4.67M | 1.85% | +9,194+17,025.9% | Added |
| Nelson Capital Management, LLC | 9,254 | $4.67M | 1.37% | −66−0.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,296 | $4.70M | 1.81% | −5−0.1% | Reduced |
| Unison Asset Management LLC | 9,317 | $4.71M | 4.23% | +93+1.0% | Added |
| Northeast Financial Consultants Inc | 9,318 | $4.71M | 0.34% | +602+6.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,346 | $4.72M | 0.39% | −1,197−11.4% | Reduced |
| Bessemer Securities LLC | 9,382 | $4.74M | 1.70% | −628−6.3% | Reduced |
| Morgan Jess S & Co Inc | 9,416 | $4.75M | 4.14% | +102+1.1% | Added |
| Jaffetilchin Investment Partners, LLC | 9,453 | $4.77M | 0.61% | +489+5.5% | Added |
| Berkshire Asset Management LLC | 9,486 | $4.79M | 0.34% | −807−7.8% | Reduced |
| PACK Private Wealth, LLC | 9,492 | $4.79M | 4.51% | −14−0.1% | Reduced |
| Gateway Advisory, LLC | 9,496 | $4.80M | 1.19% | +959+11.2% | Added |
| Buck Wealth Strategies, LLC | 9,515 | $4.80M | 2.24% | +9,515 | New |
| LexAurum Advisors, LLC | 9,502 | $4.80M | 1.86% | −16−0.2% | Reduced |
| RDA Financial Network | 9,507 | $4.80M | 2.62% | +590+6.6% | Added |
| Investment House LLC | 9,550 | $4.82M | 0.45% | +10+0.1% | Added |
| Wade G W & Inc | 9,551 | $4.82M | 0.24% | +105+1.1% | Added |
| Qtron Investments LLC | 9,563 | $4.83M | 1.20% | −395−4.0% | Reduced |
| Institutional & Family Asset Management, LLC | 9,580 | $4.84M | 0.87% | +115+1.2% | Added |
| Ninety One North America, Inc. | 9,602 | $4.85M | 0.23% | −8,527−47.0% | Reduced |
| Clarity Financial LLC | 9,643 | $4.87M | 1.14% | −2,608−21.3% | Reduced |
| Holderness Investments Co | 9,644 | $4.87M | 2.21% | −88−0.9% | Reduced |
| Morris Capital Advisors, LLC | 9,656 | $4.88M | 4.60% | −119−1.2% | Reduced |
| Stanley-Laman Group, Ltd. | 9,665 | $4.88M | 0.93% | −419−4.2% | Reduced |
| Laidlaw Wealth Management LLC | 9,675 | $4.89M | 1.14% | +521+5.7% | Added |
| Schonfeld Strategic Advisors LLC | 9,680 | $4.89M | 0.04% | +9,680 | New |
| Bogart Wealth, LLC | 9,683 | $4.89M | 0.41% | +1,765+22.3% | Added |
| Dorchester Wealth Management Co | 9,704 | $4.90M | 1.08% | −130−1.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 9,708 | $4.90M | 1.74% | −239−2.4% | Reduced |
| Goodwin Daniel L | 9,730 | $4.91M | 2.83% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 9,747 | $4.92M | 0.77% | −242−2.4% | Reduced |
| Kames Capital plc | 9,751 | $4.93M | 0.10% | −1,281−11.6% | Reduced |
| Chatham Capital Group, Inc. | 9,768 | $4.93M | 1.21% | −80−0.8% | Reduced |
| GM Advisory Group, Inc. | 9,769 | $4.93M | 0.62% | −163−1.6% | Reduced |
| Canal Capital Management, LLC | 9,793 | $4.95M | 1.44% | +672+7.4% | Added |
| JB Capital LLC | 9,824 | $4.96M | 0.54% | +5,833+146.2% | Added |
| Stamos Capital Partners, L.P. | 9,830 | $4.96M | 1.26% | +6,830+227.7% | Added |
| Timber Creek Capital Management LLC | 9,840 | $4.97M | 1.97% | −193−1.9% | Reduced |
| J. W. Coons Advisors, LLC | 9,847 | $4.97M | 1.88% | −41−0.4% | Reduced |
| VGI Partners Ltd | 9,856 | $4.98M | 1.04% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 9,860 | $4.98M | 4.12% | −56−0.6% | Reduced |
| Capula Management Ltd | 9,874 | $4.99M | 0.61% | +9,874 | New |
| Pensionfund Sabic | 9,900 | $5.00M | 1.76% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 9,916 | $5.01M | 1.98% | −599−5.7% | Reduced |
| Proequities, Inc. | 9,965 | $5.03M | 0.48% | +77+0.8% | Added |
| Duality Advisers, LP | 9,976 | $5.04M | 0.55% | +9,976 | New |
| Centre Asset Management, LLC | 9,992 | $5.05M | 1.39% | −8−0.1% | Reduced |
| Sky Investment Group LLC | 10,026 | $5.06M | 1.32% | −44−0.4% | Reduced |
| Townsend & Associates, Inc | 9,176 | $5.08M | 2.34% | +2,869+45.5% | Added |
| Whalerock Point Partners, LLC | 10,065 | $5.08M | 2.23% | +375+3.9% | Added |
| Fairhaven Wealth Management, LLC | 10,070 | $5.09M | 2.27% | −431−4.1% | Reduced |
| Quadrant Capital Group LLC | 10,071 | $5.09M | 0.67% | +702+7.5% | Added |
| Nikulski Financial, Inc. | 10,074 | $5.09M | 2.63% | +23+0.2% | Added |
| Lincoln National Corp | 10,086 | $5.09M | 0.13% | +1,925+23.6% | Added |
| Lindenwold Advisors | 10,113 | $5.11M | 3.78% | +78+0.8% | Added |
| Duff & Phelps Investment Management Co | 10,134 | $5.12M | 0.06% | +13+0.1% | Added |
| Intrust Bank NA | 10,156 | $5.13M | 0.79% | +131+1.3% | Added |
| Souders Financial Advisors | 10,174 | $5.14M | 1.40% | −376−3.6% | Reduced |
| Moors & Cabot, Inc. | 10,226 | $5.17M | 0.39% | −185−1.8% | Reduced |
| Cornerstone Wealth Group, LLC | 10,256 | $5.18M | 1.14% | −1,119−9.8% | Reduced |
| Clearstead Advisors, LLC | 10,291 | $5.20M | 0.48% | −5,259−33.8% | Reduced |
| Bowling Portfolio Management LLC | 10,296 | $5.20M | 1.43% | −397−3.7% | Reduced |
| Meridian Wealth Advisors, LLC | 10,296 | $5.20M | 1.46% | −25−0.2% | Reduced |
| Weiss Asset Management LP | 10,301 | $5.20M | 0.14% | +10,301 | New |
| Wolverine Trading, LLC | 10,225 | $5.20M | 0.20% | −2,943−22.3% | Reduced |
| Citizens Business Bank | 10,304 | $5.20M | 1.27% | −8,882−46.3% | Reduced |
| Wealth Advisory Solutions, LLC | 10,317 | $5.21M | 1.44% | −31−0.3% | Reduced |
| HBW Advisory Services LLC | 10,337 | $5.22M | 1.46% | −43−0.4% | Reduced |
| Tower View Investment Management & Research LLC | 10,357 | $5.23M | 4.02% | −55−0.5% | Reduced |
| Harbour Investments, Inc. | 10,210 | $5.24M | 0.35% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 10,438 | $5.27M | 1.16% | +829+8.6% | Added |
| AIA Group Ltd | 10,470 | $5.29M | 0.35% | −6,718−39.1% | Reduced |
| Bryn Mawr Trust Co | 10,472 | $5.29M | 0.26% | −297−2.8% | Reduced |
| Gunderson Capital Management Inc. | 10,497 | $5.30M | 7.47% | +10,497 | New |
| Wealthspire Advisors, LLC | 10,500 | $5.30M | 0.11% | +59+0.6% | Added |
| Savant Capital, LLC | 10,528 | $5.32M | 0.17% | −202−1.9% | Reduced |
| Brighton Jones LLC | 10,561 | $5.33M | 0.31% | +2,137+25.4% | Added |
| Csenge Advisory Group | 10,587 | $5.35M | 0.44% | −496−4.5% | Reduced |
| Trust Asset Management LLC | 10,604 | $5.36M | 0.73% | +717+7.3% | Added |
| CX Institutional | 10,623 | $5.37M | 0.37% | +4,160+64.4% | Added |
| Bank of New Hampshire | 10,654 | $5.38M | 1.68% | −127−1.2% | Reduced |
| Northeast Investment Management | 10,688 | $5.40M | 0.37% | +1,658+18.4% | Added |